Financial Tools:

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Your Financial Road Map

This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionare that takes only about 30 minuets to complete. Your personalized report will be mailed to you in about 3 weeks and is filled with information pertaining to your individual financial situation. You may also choose to receive the report in one week by email.

$150.00

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Smart Investor

Smart Investor is a confidential personalized financial report that's based on your responses to a straight-forward questionaire which takes an in-depth look at your investment needs. Within three weeks of receiving your questionaire you will receive your personalized report by mail (or in one week by email) which addresses your financial status and needs, and makes specific diversification and mutual fund recommendations based on your own situation.

$150.00

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Both Your Financial Road Map
& Smart Investor Combo

Receive both reports at a reduced price (There's no overlap between the two).

$250.00

Books, CDs & Other Valuable Publications

You Can Do It! The Boomer's Guide to a Great Retirement
Jonathan's latest book in hardcover.

You Can Do It! The Boomer's Guide to a Great Retirement
CD version of Jonathan's latest book.

You Can Do It! The Boomer's Guide to a Great Retirement
A large print version of Jonathan's latest book.

(available through Amazon.com and Barnes & Noble)

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Financial Information Organizer CD:

A computer based program for storing all your vital personal and financial information - editable on your computer and printable. It's simple to use.

$20.00

Subscriptions

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Quarterly Investment Review:

Receive timely and objective investment and personal financial planning information every three months with this eight page newsletter.

$15.00/

$18.00

Weekly Email Update and Flash Reports for One Year:

Receive investment advice, market commentary and smart money tips every week for one year, by email.

$70.00

Smart Planner Worksheets & Checklists CD

This CD contains computer editable and printable versions of: Personal Record Keeping Organizer, Personal Budget Planner, Statement of Personal Assets & Liabilities, College Education Funding Worksheet & Retirement Planning Worksheet.

$20.00

Letter of Instructions (12 pages)

A letter of instructions will help you organize your records and provide important information to loved ones. We recommend one for each adult family member.

$5.00

Jonathan Pond's Guide to Planning for Retirement (54 pages)

This comprehensive guide will help you prepare for a financially comfortable retirement.

$10.00

Jonathan's Quick Guides

$3.00 Each

or 6 for
$15.00

Investing & Financial Planning Services

If you would like Jonathan's organization to help you with your investing and financial planning, click here for more information.

Speaking Engagements

If you would like Jonathan to speak at an event you're planning, click here for more information.